Plan5500

2023 Form 5500 filing — Insperity 401k Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010110252NAL0033870480001) for Insperity 401k Plan, reported by Insperity Holdings, Inc. under EIN 76-0178498 and plan number 001. It reports 217,990 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010110252NAL0033870480001
Filing year
2023
Form type
2
Plan sponsor
Insperity Holdings, Inc.
EIN
76-0178498
Plan number
001
Location
Kingwood, TX
Participants
217,990
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,132,673,152
Total liabilities (EOY)
$9,014,503
Net assets (EOY)
$8,123,658,649
Employer contributions
$420,059,949
Participant contributions
$992,165,981
Total income / additions
$2,843,307,219
Benefits paid
$828,795,212
Administrative expenses
$8,409,086
Total expenses
$854,598,308
Net increase / (decrease)
$1,988,708,911
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Insperity Retirement ServicesRECORDKEEPER$6,791,312not reported in the loaded dataset
The Bank Of New York MellonTRUSTEE$854,278$0
Rocaton Investment Advisors, LLCINVESTMENT ADVISOR$425,000not reported in the loaded dataset
Pronvest Inc Dba Future CapitalINVESTMENT ADVISOR$170,308not reported in the loaded dataset
Buck Global LLCCONSULTANT$95,250not reported in the loaded dataset
Ernst & YoungAUDITOR$52,569not reported in the loaded dataset
Tejera & Associates LLCCONSULTANT$20,369not reported in the loaded dataset

Related Form 5500 pages